Anic Equity¶
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Total return since start: 0.566 %¶
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Equity now: -----------------------------> 47842.88 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46447.98 Kr¶
PnL: ---------------------------------------> -440.59 Kr¶
DD now: ---------------------------------> -1.618 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 10:52:40.540935'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.460000 | 2828.000000 | 192.000000 | 7.280000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.170000 | 3099.200000 | 128.200000 | 4.320000 | 2971.000006 |
| Corem Property Group B | 59 | -1.250000 | 654.310000 | 77.310000 | 13.400000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.410000 | 432.200000 | 77.200000 | 21.750000 | 355.000000 |
| Boozt | 12 | 0.840000 | 1720.800000 | 66.800000 | 4.040000 | 1653.999996 |
| SAAB B | 8 | 1.060000 | 3430.400000 | 53.400000 | 1.580000 | 3377.000000 |
| HMS Networks | 2 | -0.220000 | 718.000000 | 45.000000 | 6.690000 | 673.000000 |
| OEM International B | 7 | 0.880000 | 560.700000 | 32.700000 | 6.190000 | 527.999997 |
| Intrum | 4 | 0.990000 | 551.600000 | 24.600000 | 4.670000 | 527.000000 |
| FM Mattsson Mora Group B | 50 | -0.670000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| MedCap | 2 | -0.230000 | 439.000000 | 18.000000 | 4.280000 | 421.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Coor Service Management Hold. | 8 | 0.070000 | 547.200000 | 15.200000 | 2.860000 | 532.000000 |
| Eastnine | 4 | 0.000000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.280000 | 258.960000 | 12.960000 | 5.270000 | 246.000000 |
| Karnov Group | 9 | 0.000000 | 548.100000 | 12.100000 | 2.260000 | 536.000004 |
| Resurs Holding | 22 | 0.110000 | 579.260000 | 5.260000 | 0.920000 | 573.999998 |
| AcadeMedia | 12 | 0.210000 | 561.840000 | 4.840000 | 0.870000 | 557.000004 |
| Swedbank A | 3 | 1.370000 | 566.700000 | 2.700000 | 0.480000 | 564.000000 |
| Essity A | 4 | -1.370000 | 1150.000000 | 1.000000 | 0.090000 | 1149.000000 |
| Creaspac SPAC | 6 | -0.210000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Handelsbanken A | 5 | 0.320000 | 545.750000 | -0.250000 | -0.050000 | 546.000000 |
| Essity B | 2 | -1.100000 | 573.600000 | -0.400000 | -0.070000 | 574.000000 |
| Securitas B | 6 | 0.000000 | 569.400000 | -0.600000 | -0.110000 | 570.000000 |
| Norva24 Group | 16 | 0.000000 | 542.080000 | -0.920000 | -0.170000 | 543.000000 |
| CTEK | 13 | 1.740000 | 531.960000 | -2.040000 | -0.380000 | 533.999999 |
| Nordea Bank Abp | 29 | 0.030000 | 3450.420000 | -3.580000 | -0.100000 | 3453.999992 |
| Midsona B | 63 | -0.860000 | 578.340000 | -4.660000 | -0.800000 | 582.999984 |
| International Petroleum Corp. | 5 | 2.030000 | 554.000000 | -40.570000 | -6.820000 | 594.565215 |
| Vivesto | 1368 | 2.060000 | 570.460000 | -42.540000 | -6.940000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.370000 | 3766.000000 | -84.000000 | -2.180000 | 3850.000000 |
| OX2 | 18 | 1.840000 | 1541.700000 | -122.300000 | -7.350000 | 1663.999992 |
| Axfood | 13 | -0.250000 | 3578.900000 | -177.100000 | -4.720000 | 3756.000001 |
| Fasadgruppen Group | 35 | -0.810000 | 3430.000000 | -381.000000 | -10.000000 | 3810.999990 |
| Ovzon | 52 | 0.710000 | 2958.800000 | -403.200000 | -11.990000 | 3361.999992 |
| TOTAL | 46447.980000 | -440.590000 | -1.61837% | 46888.564618 |
Updated:¶
'2023-01-18 10:52:53.035057'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
